Bob Veres

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  Advisors May Be Crazy, Like a Fox

  By Bob Clark, AdvisorOne  |  May 15, 2013

  What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?

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  Low Investor Confidence: An Opportunity for Independent Advisors

  By Bob Clark, AdvisorOne  |  April 10, 2013

  As the previous financial meltdown helped create the independent investment advisory profession, so the current lack of trust in the investment system spells an opportunity for today's independent advisors.

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  3 Common Retirement Mistakes

  By John Sullivan, AdvisorOne  |  August 29, 2012

  A quick check of a client’s investment accounts isn't going to answer the question of whether or not they have the appropriate mix of assets.

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  Through the Years: A History of the IA 25

  By Editorial Staff  |  May 29, 2012

  After 10 years, we’ve compiled quite a list of heavyweights that had great influence on the industry.

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  3 Reasons Financial Planning Firms Should Blog: Pt. 2

  By Michael E. Kitces  |  March 26, 2012

  If you're considering a blog for your firm, the first step is simply to understand why you would use the blog in the first place, as that can impact everything from the content you produce, to how often your produce it, to who you send it out to.

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  Young or New Advisor: How to Dress for Success, Remixed

  By Angie Herbers  |  March 6, 2012

  Here’s a reposting of my most popular blog, now almost five years old, on how important your physical appearance is, including how you dress, to younger and new-to-the-business advisors, along with a few follow-up thoughts.

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  AICPA PFP: The ‘Other’ World of Financial Planners

  By Michael E. Kitces  |  February 7, 2012

  Last month witnessed the national conference for the Personal Financial Planning section of the AICPA – a world of CPA financial planners that have lived a relatively separate existence from “the rest” of the financial planning world.

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  Which Side of the Profession Debate Is the FPA On?

  By Bob Clark, AdvisorOne  |  November 9, 2011

  While the FPA is still struggling to overcome its trade association roots, the bigger picture is that it’s moving in the right direction on many fronts.

• A Tipping Point?

  By James J. Green, AdvisorOne  |  November 1, 2011

  It’s always easier to discern a trend with the use of hindsight. But I believe that the business of independent advice-giving has finally reached a turning point.

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  Bob Veres Leads FPA Panel: Updating Portfolio Strategies Since the Crisis

  By John Sullivan, AdvisorOne  |  May 6, 2011

  At FPA retreat in Florida, conventional wisdom and traditionally held biases get thorough vetting.